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  • Tags can only be added from the Document Summary.

  • Tags are listed in Document Reports

  1. Go to the Document Summary ((blue star)) From an asset, click the ‘Documents’ tab

  2. Click ‘Summary’ on a chosen document.

  3. Click after the last tag and enter your tag
    Suggested tags will automatically show as you type

  4. If the tag isn't listed, just click enter once you’ve finished typing.

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Removing Tags

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Sometimes mistakes happen, if If you’ve added a Tag by mistake, it's easy to remove.

Tags can only be removed from the Document Summary.

  1. Go to the Document Summary ((blue star)) From an asset, click the ‘Documents’ tab

  2. Click ‘Summary’ on a chosen document.

  3. Hover your mouse over the Tag you want to remove

  4. Click the 'X'

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